...
Q: Why can’t I invoice?
A: If you do not have the correct permissions, you would not be able to enter invoices or confirm them. Please specify what permissions are needed and for what users so that we can rectify this.
Q: I have a Mr & Mrs & company for a matter. How do I add them to the matter information?
A: 1. Set up the company as a client.
2. Set up Mr as a contact.
3. Set up Mrs as a contact
4. Make the company the principal contact on the file and then add Mr & Mrs as additional contacts.
Q. How do you delete an invoice?
A: Go to the invoice and press delete. This is only available up until the point the invoice is confirmed. After this point, you will need to post it to the external accounting system and then delete it there. After this, you need to delete it in WOL as well.
Q: Why aren’t my expenses appearing for my invoices?
A: Your expenses i.e. disbursements may not be appearing for billing if they have not been confirmed. Check that the have been entered for the right matter, on the correct date and have been confirmed.
Q: I’ve entered time for someone else, but now it has disappeared from my screen
A: After you enter time for someone else, if you navigate away from the Time Entry area, it will save and go to their time entry screen instead. This is to prevent people editing the same lines. Once it is submitted then anyone with permission can edit it.
See Entering time for another Fee Earner for more information
Q: Why don’t have a description when I put in a disbursement/recovery/invoice item?
A: You have not set up default Notes for that item. To do this go to Accounting and finance module > Lists > Items (invoice or disbursements etc) > Select the Item > Write the default description wanted in the Default Notes field.
...